SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,783 | -16.2% | 12,032 | -15.8% | 0.07% | -12.8% |
Q2 2023 | $420,945 | +1.6% | 14,298 | +2.3% | 0.08% | -39.1% |
Q1 2023 | $414,149 | -10.1% | 13,973 | -10.1% | 0.13% | -12.9% |
Q4 2022 | $460,723 | -5.6% | 15,549 | -7.1% | 0.15% | -23.4% |
Q3 2022 | $488,000 | +0.6% | 16,730 | +2.6% | 0.19% | -30.9% |
Q2 2022 | $485,000 | -9.7% | 16,311 | -8.4% | 0.28% | +1.5% |
Q1 2022 | $537,000 | +7.6% | 17,808 | +10.6% | 0.27% | -5.8% |
Q4 2021 | $499,000 | +3.3% | 16,106 | +4.2% | 0.29% | +31.7% |
Q3 2021 | $483,000 | +5.5% | 15,457 | +5.7% | 0.22% | +10.5% |
Q2 2021 | $458,000 | – | 14,624 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
Signify Wealth | 505,474 | $14,850,826 | 13.00% |
Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |